Parfitt Financial Planning Limited
Partner Practice of St. James's Place Wealth Management
“First class service from Jonathan, I would highly recommend, explained everything in detail. Look forward to working with him in the future.”
Daniel Evans, Office Council, Rhoose
“Jonathan gives clear, honest advice on how to best invest. He is friendly, appropriate but for most trustworthy. I am a very happy client and have no hesitation friends to Jonathan for investing advice.”
Name Supplied, Photographer, Abergavenny
“In reference to the services provided by Parfitt Financial Planning g Ltd, I would like to say a big thank you. I will also point out what a pleasure they are to deal with. Mr Parfitt has always been easily obtainable and very clear making the whole process very uncomplicated and straight forward. I would not hesitate to use their service's again and recommend to others.”
Name Supplied, Sales Exec, Cwbran
“I always recommend Jon Parfitt to friends and colleagues. The service we have received from him over the past few years has been exceptional. He is trustworthy, professional and courteous.”
Sian Williams, Self-Employed, Pontypool
“Jon has been very inspiring and helped me over the last 7-8 years, in a number of ways. I have never been so well off. I would, and have recommended him to my friend.”
D Morgan, Erector, Porthcawl
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Parfitt Financial Planning Limited is registered in England and Wales, Number 09166138. Registered Office: Office Suite 3, Former Globe Hotel, Crane Street, Pontypool, NP4 6LY.